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Ray S
Series 63, Series 66
The Woodlands, TX
Capital Analysts
Ray Stanley is a financial advisor with Capital Analysts in The Woodlands, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Lincoln Investment and Outlook Financial Group, LLC, concurrently with his role at Capital Analysts since 2012. In addition to advisory work, he is licensed as a fixed insurance agent involved in policy underwriting and quoting. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organization investors, providing services such as portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm manages investments both discretionary and non-discretionary, utilizing proprietary mutual fund screening and offering tax-aware portfolio options.
Christopher R
CFP®, Series 63
The Woodlands, TX
Capital Analysts
Christopher Ramsey is a CFP® professional with 26 years of industry experience. He is associated with Capital Analysts and has held roles at Lincoln Investment, Outlook Financial Group, SMH Capital Advisors, and Miller-Green Financial Services. He is also a managing member of Outlook Financial Group, LLC. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model advisor-managed portfolios, and retirement-plan advice through a combination of in-house investment management and third-party managers.
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